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OSA Fact Sheet Q3 2026

Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by Peter O'Keefe
on Oct 6
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O’Keefe Stevens Advisory Named No. 2769 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

O’Keefe Stevens Advisory Named No. 2769 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private […]
by Peter O'Keefe
on Aug 11
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Quarterly Investor Letter Q2 2026

Quarterly Investor Letter Q2 2026 July 15th, 2026 During Q2 2026, we saw market dispersion between the perceived or true […]
by Dominick D'Angelo
on Jul 23
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O'Keefe Stevens Advisory Fact Sheet cover graphic with a purple city skyline

OSA Fact Sheet Q2 2026

Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by Peter O'Keefe
on Jul 6
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Investor studying stock charts on a computer monitor at a desk

Investment Management in Rochester, NY: Why Risk Isn’t the Same as Volatility

Investment Management in Rochester, NY: Why Risk Isn’t the Same as Volatility When the market drops a few hundred points, […]
by O'Keefe Stevens Advisory
on Jun 22
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Advisor pointing to a financial chart on a clipboard next to a calculator

Investment Management in Rochester, NY: Why Process Beats Prediction Every Time

Investment Management in Rochester, NY: Why Process Beats Prediction Every Time Every investor has heard the promise: some advisor, some […]
by O'Keefe Stevens Advisory
on May 29
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ESOPs vs. ESPPs: Understanding the Difference and Benefits

ESOPs vs. ESPPs: Understanding the Difference and Benefits Written by: Grace Stolberg In my role as a financial advisor, I […]
by Grace Stolberg
on May 13
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Hands holding a glass jar of cash labeled college

Planning for College

Planning for College: Timely tips for families when college is right around the corner. May 5, 2026 Written by: Kellan […]
by Kellan Peer
on May 5
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O'Keefe Stevens Advisory Quarterly Investor Letter cover graphic with a purple city skyline

Quarterly Investor Letter Q1 2026

Quarterly Investor Letter Q1 2026 April 27, 2026 Cash Is a Position In Q4 2025, we ended our letter by […]
by Dominick D'Angelo
on Apr 27
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O'Keefe Stevens Advisory Fact Sheet cover graphic with a purple city skyline

OSA Fact Sheet Q1 2026

Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by Peter O'Keefe
on Apr 1
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